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Financial Planning

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Investment Options for Legal Settlements

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OFFERING ATHLETES-CLIENTS A RANGE OF FINANCIAL SERVICES-BRINGING CLEATS TO SPREADSHEETS AND WALL STREET TO ASTROTURF.

We provide you, the sports or entertainment agent or manager with professional help to know you've covered all the financial "bases". For you, the athlete or entertainer, we provide personal financial planning services and on-going asset management services
that could result in years of financial stability after your career is over.

HOW DO THE AGENTS OR MANAGERS BENEFIT

Financial research and preparation is easier, because we do the financial work for you.

You establish a better relationship with your client, because now your client knows that you are concerned about their financial future as well as their athletic careers.

THE ATHLETE OR ENTERTAINER BENEFITS BY....

Having peace of mind knowing that their hard earned money is professionally managed

Building a "nest egg" to provide for them long after their athletic careers are over

Having their own qualified personal financial consultant on hand to provide them with access to and knowledge on the financial industry.

Third party posts found on this website do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations
are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state;
or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized
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